Elevation Wealth Partners’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
2,092
| – | – | 0.13% | 89 |
|
|
2025
Q1 | $357K | Hold |
2,092
| – | – | 0.15% | 78 |
|
|
2024
Q4 | $351K | Hold |
2,092
| – | – | 0.15% | 79 |
|
|
2024
Q3 | $362K | Buy |
2,092
+1
| +0% | +$173 | 0.16% | 79 |
|
|
2024
Q2 | $345K | Sell |
2,091
-73
| -3% | -$12K | 0.16% | 77 |
|
|
2024
Q1 | $351K | Sell |
2,164
-807
| -27% | -$131K | 0.18% | 79 |
|
|
2023
Q4 | $433K | Buy |
2,971
+2,546
| +599% | +$371K | 0.26% | 67 |
|
|
2023
Q3 | $62K | Buy |
425
+2
| +0.5% | +$292 | 0.05% | 134 |
|
|
2023
Q2 | $64.2K | Buy |
423
+2
| +0.5% | +$304 | 0.05% | 136 |
|
|
2023
Q1 | $62.7K | Buy |
+421
| New | +$62.7K | 0.06% | 135 |
|